Wizard.An autonomous sales-operations team that lives on top of your CRM.
Five role-shaped specialists — Sales, Marketing, Leader, Onboarding, CSM — working inside Salesforce and HubSpot. They handle the work your reps shouldn't be doing, so your reps can do the work they're paid for.
Reps spend only 28% of the week actually selling. Wizard takes back the other 72%. (Salesforce State of Sales, 2023.)
What it does
Closes the CRM busywork gap.
Pipeline hygiene, account research, exec reporting, onboarding playbooks, renewal motion. The 72% of the week your reps and CSMs are not selling — Wizard handles it.
Who it's for
SaaS and services revenue teams, 10–500 seats.
Built for teams on Salesforce or HubSpot with a RevOps function that's outnumbered. Sweet spot: Series A through late-stage growth. Not a fit: heavy-regulated verticals without HITL on every action.
What it costs
Closed beta, per-seat pricing post-launch.
Public pricing arrives with general availability (mid-2026). Beta is invite-only and paid — no free tier, no surveillance pricing. Run the ROI calculator on the pricing page to see the shape.
Five variants
One Wizard. Five seats at the table.
Each variant is a specialist family pack — same core brain, different skill list, different voice defaults, different daily shape. Installed on top of your Salesforce or HubSpot org.
For reps and AEs
Sales Wizard
Works the queue the rep already has open — next-action recs, live pipeline hygiene, attribution captured as it happens.
For content, demand-gen, PMM
Marketing Wizard
Drafts in your brand voice from your approved content. Campaigns, lifecycle, competitive positioning — grounded in your data.
For RevOps, VPs, CROs
Leader Wizard
Reads the pipeline, writes the exec summary, answers the ad-hoc question before you finish asking it.
For onboarding + IC teams
Onboarding Wizard
Runs the 30/60/90 playbook per account. Milestone tracking, stakeholder maps, risk flags — without the consultant retainer.
For customer success + renewals
CSM Wizard
Account health, renewal risk, expansion signal. Pulls from product telemetry and support history; never makes the CSM retype.
Warden Systems — the trust layer under Wizard
The vendor posture is the product posture.
Warden Systems builds Wizard. Every Wizard deployment ships with the five Warden Commitments — enforced in the architecture, not just the contract.
01
Minimize
Wizard ingests only fields named in your connector manifest.
02
Encrypt
Per-tenant envelope encryption. BYOK at Growth+.
03
Explain
Every autonomous action ships with a signed rationale record.
04
Empower
Pause, rollback, or revoke any Wizard action inside 24 hours.
05
Expire
Cryptographic deletion on exit. 30-day default retention, configurable to zero.
Closed beta
Beta access is invite-only. Interest form below.
Tell us your CRM, team size, and timeline. If Wizard fits your shape, we'll reach out with a walkthrough against your actual pipeline.